Judging by the performance of the stock in Piazza Affari, the battle for control of Bpm remains more heated than ever: the action in Piazza Meda marks a robust +4%, regardless of the nervousness of the market. Since the beginning of September, the stock has gained 40%, on the wave of tensions over the new dual governance and expectations of a renewal of the top management over which the possible ax of the Bank of Italy hangs, which is examining the statute. Precisely in order to provide a further guarantee to via Nazionale, the employee shareholders have decided to present the candidacy for chairman of the supervisory board of a highly esteemed professional at the Bank of Italy: Filippo Annunziata, accountant, professor at Bocconi.
He will be the flagship of the list of directors that will be presented by the Friends of Bpm in agreement with Andrea Bonomi's Investindustrial, as opposed to the one that refers to Fabi and Fiba/Cisl who are trying to involve them in an alliance the association of pensioners (Assoinsieme) and the representatives of non-employee members. The leading candidate for the supervisory board, in this case, would be Marcello Messori, former president of Assogestioni and director of Matteo Arpe's Sator.
But Messori himself has not yet dissolved his reservations. The balance between the two fronts could be the Fisac CGIL led by the national secretary Agostino Megale, the protagonist of many acrobatics in recent weeks. Yesterday his alliance with the Friends seemed obvious, sealed by the candidacy for president of Pietro Modiano. But the name of the current CEO of Tassara has been vetoed by Mediobanca, director of the next capital increase operation. Meanwhile, Claudio Sposito's Clessidra fund is silent, interested in examining the dossier (at the invitation of Piazzetta Cuccia) but careful not to be involved in a very high voltage game.
Difficult to anticipate predictions before 17pm tomorrow afternoon, when the deadlines for the presentation of the lists will expire. In these hours meetings are multiplying at all levels, above all to convince the members of Assoinsieme (the acronym that brings together pensioners) to take sides with one or the other. Or avoid the risk that retirees will eventually present one on their own, shuffling the cards. A third list could be presented by the new shareholder Bonomi, with an official 2,63% strong (but in the meantime it could have risen) to run for the assignment of two seats in the CDS reserved for asset management companies and thus favour, among other, the election of a management board in his favor. More a hypothesis than a piece of news, actually. But these days there are more rumors and hypotheses than the columns of the piazza Meda hall from which, the only certainty, Massimo Ponzellini, president in the most agitated three-year period in the history of Popolare, will soon move.
